Technical Business Analyst/Project Manager/Writer

PROFESSIONAL GOALS
Technical Business Analyst Professional with 10+ years of IT experience in leadi
ng teams in large scale projects to accomplish full project life cycle implement
ations and support within deadlines and budgets. Microsoft Systems Engineer (MCS
E) trained and subject matter expert (SME) in analysis, design, development, imp
lementation, and testing of client / server applications and systems. Adept at p
roblem solving and troubleshooting bottlenecks and possess hands-on experience i
n process improvements and data center migration projects.
Provided services for companies such as: One America, Checkfree Investment Servi
ces, Calyon, State Street, Univision, Dun & Bradstreet, Hitachi, and Pfizer.
AREAS OF EXPERTISE
X Private wealth management, portfolio management
X IT procurement systems
X Project Planning
X Requirements Management
X Operations Management
X Software and System Release Management / Production Deployment
X Data Center Consolidation and Migration
X Process Analysis
X Process Analysis - Data modeling / business process modeling
X User interface design
X Compliance
X Cross-Functional Team Leadership
X Interview Functional Users / Clients / Vendor Relations
X Testing, Training & Support
PROFESSIONAL SYNOPSIS
Enterprise Iron Nov 2009 V Mar 2010
One America, Indianapolis, IN
Management Consultant i.e. Business Analyst
IRS 5500 tax forms i.e. One America 5500 Legislative product
Face-to-face and off-shore interaction with all levels of management. Weekly on
site meetings with project sponsor and stakeholders in Indianapolis. Verified in
frastructure design and matched to statement of work, technical design and busin
ess requirements. Wrote SDLC compliant test cases, test matrix for functional,
unit and beta testing. Additional tasks: map tags and create data definitions f
or four interfaces for stream output. Excel extracts, formulas and macros for r
eports. Environment: mainframe, .Net, distributed systems. Software: Excel, SQL
, Omni Plus, Sungard Relias, Informatica, and JIRA.

Robert Half Technologies

Hitachi Metals, New York, NY Jan 2009 V April 2009
Technical Project Manager V SAP Express Implementation
Participated in discussions with vendors such as: IBM, and KPMG. Met with teams
for part manufacturing, distribution, purchasing, and finance to identify and do
cument final tasks and eliminate production risks for the SAP implementation. D
rive meetings for code control and change control during this phased implementat
ion. Updated master project plan. Managed the updating of the workplan, run book
and validated 132 test cases. Environment: SAP MM, CO, FI, Process Designer,
Wave 2 TPR, TRAC, IDocs, Adobe Lifecycle Designer, Microsoft Project Professiona
l, Sharepoint, (final phase)
Univision, New York, NY May 2008 V Dec 2009
Technical Lead-Business Analyst, Online Advertising Insertion Order System
New portal-based content delivery and billing system based on IAB standards for
managing over 5M online ads for GM, and a variety of car manufacturers and onlin
e advertisements
X Facilitated meetings with management and users and verified needed software fu
nctionality. Defined and documented business needs and required business rules a
nd translated into functional requirements. Designed UI/UX using UML diagrams,
use cases and presentations. Leveraged COTS solutions and services such as Sales
Force.com.
X Delivered pre-development presentations and new product training to stakeholde
rs for the automation of an online VB.NET insertion order system. Used WebTrend
s and provided basic web analytics. Worked with the back office during month-end
close to ensure accuracy of financial data /reconciliation and reports. Coordin
ated new product releases and patches. Prepared documentation with UML diagrams
during the analysis of the legacy system for a new Oracle data warehouse
X Defined internal / external documentation for a web-based portal for self-serv
e advertising
X Created test plans manually and/or automated using QA tools based on the requi
rements document and provided feedback to development and product management tea
ms
X Supported the sales, client services, traffic and finance groups during month-
end close. Change control: hands on technical lead for Microsoft virtual web env
ironment (IIS) 6.0 change control and deployment of code to development. Wrote
run book for test, beta, and production. Go-to person for support, queries, and
ad hoc reports in Crystal Reports and SharePoint.
X Authored communication plan for testing, production implementation and trainin
g
X Demonstrated synergy and provided leadership across all teams (finance, client
services and sales). Handled change management for iterative releases at month
end close for 150 users.
Enterprise Iron Mar 2007 V Aug 2007
J.W. Seligman, New York, NY
Management Consultant/Business Analyst, Portfolio Administration V Global Plus t
o Longview prototype and implementation. Middle office reconciliation. Environm
ent: State Street, Blue Book, Red Book, and Brio.
Calyon Securities, New York, NY Aug 2007 V Oct 2008
Sr. Technical Business Analyst, FIX protocol 4.0-5.0 Trading System
Middle-to-back office order management system analysis, data mapping, IFDS messa
ge mapping for funds transfers and back office OMS reconciliation. Service brok
er (MSMQ) / BizTalk (WFC) prototype.
IT Staffing Solutions Sept 2007 V Dec 2007
NYC HRA IT MIS (Government), New York, NY
IT Vendor Management for Procurement .NET distributed system
Sapphire Technologies
Deutsche Bank, New York, NY Dec 2005 - May 2006
Business Analyst/Technical Writer, Private Wealth Management
Fixed Income trading desk & Proxy Operations
FYI Systems Jul 2006- Dec 2006
Sirius Satellite, New York, NY
Technical Business Analyst/Technical Writer, QA Tester -.NET OEM inventory procu
rement system

TekSystems Oct 2005 V Dec 2005

Newsday, Melville, NY
SOX Documentation Specialist/Technical Business Analyst V Production
Checkfree Investment Services, Newark, NJ Jul 2000 V Jun 2005
Sr, Technical Communicator and Technical Writer-Operations
Checkfree APL is a leading ASP WRAP and portfolio management software provider f
or over 253 broker dealers and money managers nation-wide.
X Leadership highlights: Worked with VP-Operations and project sponsors to ensur
e on/off shore development team liaison. Augment staff as needed for larger proj
ects such as Disaster Recovery Testing. Facilitated JAD sessions for applicatio
n and interface development. Partnered with Project Management Office (PMO), De
velopment, Product and Quality Assurance to identify tasks, timelines for all ph
ases of development (plan, build, develop, test, and implement) for fixed income
applications.
X Analysis: identified front-to-back office transaction lifecycle analysis which
included APL security master and component files, trading and pricing interface
s, clearance, settlement and overnight processing. Hands-on application manipula
tion during data conversions. Excel data extractions for prototypes. Facilitate
d the elimination of issues and tracked SLAs.
X IT / software solutions: provided innovative tools, zero to lowest cost soluti
ons, and standardization / simplification across various IT platforms.
X Requirements: designed templates to manage technical and business requirements
for back office distributed systems, trading interfaces, use cases, and client-
facing screen mock-ups.
X Reporting: created queries for monthly reports using OLAP and Crystal Reports.
Tested products such as COGNOS during product selection phase.
X Disaster Recovery: Participated in the datacenter build out. Coordinated chang
es and client testing for external clients: Lord Abbott, Automobile Club of Amer
ica, Bank of New York, IFDS, Wells Fargo, Salomon Smith Barney. Used tools such
as: (DRP, Strohl, IBM LDRPS).
X Testing: wrote run books, test cases and performed user testing for in-house s
oftware products and COTS solutions such as Stellent and Documentum.
X Documentation: wrote the five generations of SDLC compliant product and system
documentation for various ASP cross-platform broker-dealer products. Facilitate
d the adoption of SOX compliant procedures. Manuals: Product Guides, Operation P
rocedures and Nightly Production, Run Books, User Guides, Release Notes, Disaste
r Recovery Contingency Plans, System Security Reference Guide. Other: Wire fram
es, UML activity, sequential, class and data flow diagrams, Powerpoint presentat
ions.
X Training and support: Improved quality of service by trained and mentored sale
s, client services and help desk on enhancements and new products.
X Projects: Checkfree APL financial portfolio management products: APL Browser,
APL Wrap, FIX, Charles River, GLTM, New Accounts Workflow (NAWF), MSP, Javelin F
IX 4x STP trading system, Omni Plus, Omgeo (OASYS), Yield Book, Cognos, Checkpo
int VPN, WebEx, IBM Websphere (Intranet), Strohls, Perigrine Service Center, Uni
x, Windows 2000, J2EE, BEA Weblogic, Lotus Notes, LDAP, Windows 2000-2003, Mercu
ry Test Director/Quality Testing Center, HTML, XML, Weblogic, Oracle, Bloomberg
7.9-8.5, DTCC, Bank of NY, Citibank-Mates.
X Awards: Honored as Top Performer of the Years (2000-2004)
TECHNICAL SKILLS
X Software: MS SQL, Oracle (PL/SQL), Lotus Notes, MS BizTalk, MS SQL, MS SharePo
int, MS Access, MS Office, MS Project Enterprise, MS Visio, SAP MM, Cisco, TCP/I
P and open source and remote management tools
X Operating Systems: UNIX, Windows Vista/XP/NT/9X/2003/2000, J2EE, and Red Hat
X Hardware: Compaq/IBM/Dell/Sun mainframe and high-availability servers, MAC, de
sktops, and all types of peripherals
CREDENTIALS
Queensborough Community College, NY (math & computer science major), 1994, Baruc
h University 2008, Coursework: PL SQL, Tristone Technology, Integra Data Modelin
g Certificate. IASA ITARC Information Architecture Bootcamp, Microsoft Enterpr
ise Developer Series. NY PHP, MSDN TechNet, Leader of NY technology user groups
.